Welcome to our dedicated page for Lantronix SEC filings (Ticker: LTRX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Lantronix Inc (NASDAQ: LTRX) SEC filings page on Stock Titan brings together the company’s official regulatory disclosures, including current reports on Form 8‑K, proxy materials and other documents filed with the U.S. Securities and Exchange Commission. These filings provide structured detail on Lantronix’s financial results, governance decisions, financing arrangements and other material events affecting the Edge AI and Industrial IoT business.
Lantronix uses Form 8‑K to report events such as quarterly and annual financial results, cooperation agreements with shareholders, changes to its board of directors and loan and security agreements that provide revolving credit facilities. Earnings press releases and prepared remarks for investor conference calls are furnished as exhibits, giving investors direct access to the company’s commentary on revenue trends, non‑GAAP metrics and business highlights in areas like drone OEM engagements and new Edge AI platforms.
The company’s definitive proxy statement on Schedule 14A outlines matters presented to stockholders at its annual meeting, including the election of directors, ratification of independent auditors and advisory votes on executive compensation and the frequency of those votes. These materials also describe voting procedures, record dates and other governance information.
On Stock Titan, Lantronix filings are updated as they are posted to the SEC’s EDGAR system. AI‑powered tools can help readers quickly understand key points in lengthy documents such as 10‑K annual reports, 10‑Q quarterly reports and 8‑K current reports by highlighting sections on financial condition, risk factors, capital structure and governance. Users can also review filings related to equity ownership and board changes to better understand how Lantronix is managing its Edge AI and Industrial IoT strategy within the public company framework.
Lantronix Inc. received an amended Schedule 13G from TL Stiftung and Michael Heiss reporting that they now beneficially own 0 shares of its common stock, or 0% of the class. The percentage is calculated against 39,358,610 shares outstanding as of November 1, 2025, as disclosed in Lantronix’s Form 10‑Q.
TL Stiftung is a charitable foundation organized in Germany, and Michael Heiss serves as its Chairman. The filing notes that Mr. Heiss previously had sole voting and dispositive control over TL Stiftung’s Lantronix shares, but the reporting persons now certify no voting, dispositive, or economic ownership. They also state the securities were not acquired or held to change or influence control of Lantronix.
Lantronix, Inc. reported a narrower loss on lower sales for the quarter ended December 31, 2025. Net revenue was $29.8 million, down from $31.2 million, while net loss improved to $1.3 million from $2.4 million as operating expenses declined.
Embedded IoT revenue grew 28.6% and Software & Services 47.2%, but IoT System Solutions fell 28.6%, mainly from no shipments to a major customer, Gridspertise. Gross margin edged up to 43.6% from 42.6% on mix shift toward higher-margin offerings.
For the six months, revenue was $59.6 million versus $65.6 million and net loss improved to $2.7 million from $4.9 million. Cash and cash equivalents rose to $23.0 million, operating cash flow was $5.8 million, and debt stood at $9.7 million under a $15 million SVB revolving credit facility, with all covenants met.
Lantronix, Inc. furnished an update on its business by issuing a press release detailing its financial results for the second fiscal quarter ended December 31, 2025. The company also prepared a transcript of management’s remarks for its second quarter fiscal 2026 investor conference call and audio webcast.
The press release is provided as Exhibit 99.1 and the transcript as Exhibit 99.2. A replay of the webcast is available on the company’s website for one year, giving investors ongoing access to the quarter’s discussion and commentary.
Lantronix, Inc. shareholder group led by Chain of Lakes Investment Fund filed Amendment No. 2 to a Schedule 13D, updating their beneficial ownership and governance arrangements.
The reporting persons now beneficially own 2,257,090 Lantronix common shares, representing 5.73% of outstanding stock, including 716,927 shares (1.8%) held by Chain of Lakes Investment Fund, 1,418,305 shares (3.6%) held by Haluk L. Bayraktar, and 121,858 shares (0.3%) held by Emre Aciksoz. Their shares are subject to a Cooperation Agreement with Lantronix that resolved a prior potential proxy contest, and they state no additional securities were acquired in the past 60 days.
Lantronix, Inc. reported a change to its Chief Financial Officer’s compensation. On January 1, 2026, the company amended the letter agreement with CFO Brent Stringham, increasing his annual base salary to $375,000. The change is documented in an Amendment to Offer Letter, which is filed as an exhibit and incorporated by reference.
Lantronix (LTRX): Director insider activity
A company director reported Form 4 transactions tied to restricted stock units (RSUs). On 11/05/2025, 13,751 RSUs vested and converted into the same number of common shares at $0, leaving 23,751 common shares beneficially owned directly. The RSUs were granted on June 12, 2025 and convert one-for-one into common stock. A separate grant of 17,081 RSUs was acquired on 11/04/2025, with vesting half six months after the grant date and half on the first anniversary, reaching full vesting after one year.
Lantronix (LTRX) Form 4: Director James C. Auker reported the vesting and conversion of restricted stock units into common stock and a new RSU grant. On 11/05/2025, 10,387 RSUs vested and converted into 10,387 shares of common stock at a price of $0 (Code M), leaving 10,387 common shares beneficially owned directly.
Separately, on 11/04/2025, the director received 17,081 new RSUs. The award vests one half six months after the July 23, 2025 grant date and the remaining half on the first anniversary of that date, for full vesting after one year. Following these transactions, 17,081 derivative securities (RSUs) are beneficially owned directly.
Lantronix, Inc. reported results of its 2025 Annual Meeting held on November 4, 2025. Stockholders elected six directors to serve until the 2026 meeting. They ratified Baker Tilly US, LLP as independent auditor with 28,012,267 votes for, 114,577 against, and 44,326 abstentions.
On advisory items, stockholders approved executive compensation with 19,700,633 for, 1,269,494 against, and 151,328 abstentions. They also recommended holding the advisory vote on pay every 1 Year with 19,248,160 votes in favor. The Board will continue annual say‑on‑pay votes consistent with this outcome.
Lantronix (LTRX) filed its Q1 FY2026 10‑Q, reporting lower sales but improved loss. Net revenue was $29.8 million, down 13.4% year over year, as Embedded IoT, IoT System Solutions, and Software & Services each declined. Gross margin rose to 44.8% on mix and lower logistics/tariff costs. Operating expenses fell to $14.9 million, helping narrow the net loss to $1.4 million, or $0.04 per share, from a $2.5 million loss last year.
Cash and cash equivalents were $22.2 million, and operating cash flow was $3.6 million. The company refinanced into a revolving credit facility of up to $15.0 million with Silicon Valley Bank; outstanding debt was $10.8 million (net carrying amount $10.7 million) with $1.9 million of availability as of September 30, 2025, and it was in compliance with covenants. By region, the Americas grew while EMEA and APJ declined; management cited the absence of shipments to a prior-year customer as a headwind in IoT System Solutions.
Shares outstanding were 39,358,610 as of November 1, 2025.
Lantronix (LTRX) director reported RSU activity and share ownership changes. On 11/03/2025, 9,800 RSUs vested and converted to common stock at $0 (Code M), increasing direct holdings to 221,024 shares. On 11/04/2025, a new award of 17,081 RSUs was reported (Code A), leaving 17,081 RSUs beneficially owned after the transactions.
The reported RSUs were granted on November 5, 2024 and vest half six months after the grant date and half on the first anniversary, converting one-for-one into common stock.
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